Advanced Micro Devices (NASDAQ:AMD) Trading Up 1.3% – Time to Buy?

Advanced Micro Devices, Inc. (NASDAQ:AMD) shares rose 1.3% during trading on Tuesday . The stock traded as high as $206.43 and last traded at $205.37. Approximately 26,812,793 shares traded hands during mid-day trading, a decline of 29% from the average daily volume of 37,806,852 shares. The stock had previously closed at $202.68.

Advanced Micro Devices News Summary

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: Reports that AMD and peers are raising CPU prices amid an AI-driven supply squeeze support margin expansion and were a primary catalyst for the prior rally; pricing power is being priced into prospects for better gross margins and cash flow. AMD Stock Surges 7% Following CPU Pricing Updates and AI Chip Deal News
• Positive Sentiment: AMD and CIQ released an AMD‑optimized Rocky Linux distribution for AI/HPC, easing deployment for customers standardizing on AMD CPUs/Instinct GPUs and strengthening AMD’s enterprise AI footprint. This supports longer‑term demand for AMD server products. AMD Linux Push With CIQ Adds New Angle To AI Investment Story
• Positive Sentiment: Analyst model tweaks: Erste Group slightly raised FY2027 EPS estimates for AMD, a modest sign analysts are baking in stronger forward profitability tied to data‑center momentum. (Market research note)
• Neutral Sentiment: Product news: AMD revealed details on the Ryzen 9 9950X3D2 CPU, but the launch did not offset broader market pressure today — useful for consumer/PC revenue but less immediate for the AI/server narrative. AMD Stock Drops Despite Ryzen 9 9950X3D2 Launch Details
• Negative Sentiment: Competition risk: Arm announced plans to build its own high‑performance AGI CPU (with Meta as a lead partner), aiming at data‑center workloads — a direct long‑term strategic threat to AMD’s server roadmap and market share. Arm’s New Gambit: Building Chips to Challenge the AI Titans (AMD)
• Negative Sentiment: Regulatory/export risk: A House panel advanced a chip‑security bill that would tighten controls to prevent AI tech diversion to China — potential for compliance costs, export restrictions and delayed wins in key markets. Chip Security Bill Advances in House Following Super Micro Case
• Negative Sentiment: Insider activity: Data aggregators show concentrated insider selling (multiple executives) in recent months, which can weigh on sentiment even if sales are for tax/liquidity reasons. VTI is down 0.8% today, on AMD stock price movement

Wall Street Analyst Weigh In

AMD has been the subject of a number of analyst reports. Evercore reissued an “outperform” rating and set a $358.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Piper Sandler reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, December 29th. Finally, Sanford C. Bernstein set a $235.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Advanced Micro Devices Stock Performance

The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The business’s 50-day moving average is $214.59 and its 200-day moving average is $212.43. The company has a market capitalization of $332.23 billion, a PE ratio of 76.89, a PEG ratio of 0.77 and a beta of 1.98.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.21. The firm had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.Advanced Micro Devices’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.09 EPS. On average, research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current year.

Insider Transactions at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the sale, the executive vice president directly owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $198.77, for a total value of $16,895,450.00. Following the transaction, the chief executive officer owned 3,146,006 shares in the company, valued at $625,331,612.62. This trade represents a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 239,392 shares of company stock valued at $50,016,383. 0.06% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in AMD. Joseph Group Capital Management bought a new position in shares of Advanced Micro Devices during the 4th quarter valued at approximately $25,000. Cornerstone Financial Management LLC bought a new position in Advanced Micro Devices during the fourth quarter valued at $27,000. Sarver Vrooman Wealth Advisors purchased a new stake in shares of Advanced Micro Devices in the fourth quarter valued at $27,000. Basepoint Wealth LLC purchased a new stake in Advanced Micro Devices in the 4th quarter worth about $30,000. Finally, Wilkerson Advisory Group LLC bought a new position in shares of Advanced Micro Devices during the fourth quarter valued at approximately $33,000. Institutional investors own 71.34% of the company’s stock.

About Advanced Micro Devices

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.